President / Portfolio Manager
Adam started his career in 2001 and has been named one of Central Ohio’s “People to Know in Finance” by Columbus Business First. He is a recipient of the 2011 Business First Greater Columbus “Forty Under 40″ award, a 6-time winner of Columbus CEO Magazine’s “Best of Business” awards (winning “Best Private Wealth Management Firm”), his company has been named one of central Ohio’s “Top Fee-Only Financial Planning Firms” every year since 2014, and he is most proud to have been honored as a winner of the Better Business Bureau “Torch Award for Ethics & Trust.”
Adam was also nationally recognized by Financial Advisor Magazine as one of only eight portfolio managers in the country selected to their “Research All-Star Team,” and Investopedia has named him one of the Top-100 Most Influential Financial Advisors in the U.S. He is a Chartered Market Technician (CMT), CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and also holds the Certified Financial Technician (CFTe) designation through the International Federation of Technical Analysts. He can be reached at Adam@LibertasWealth.com.